SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,929
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.86M
3
+$2.55M
4
AMZN icon
Amazon
AMZN
+$2.02M
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$1.5M

Top Sells

1
+$26.3M
2
+$2.02M
3
+$1.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$1.77M
5
ADBE icon
Adobe
ADBE
+$1.52M

Sector Composition

1 Technology 14.51%
2 Financials 5.82%
3 Energy 5.76%
4 Healthcare 5.05%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$19.4K ﹤0.01%
720
+305
1177
$19.4K ﹤0.01%
2,000
-724
1178
$19.2K ﹤0.01%
379
-566
1179
$19.1K ﹤0.01%
117
+17
1180
$19K ﹤0.01%
42
+5
1181
$19K ﹤0.01%
485
-40
1182
$19K ﹤0.01%
549
+200
1183
$18.9K ﹤0.01%
282
-186
1184
$18.8K ﹤0.01%
+395
1185
$18.8K ﹤0.01%
1,332
+1
1186
$18.4K ﹤0.01%
243
+1
1187
$18.3K ﹤0.01%
1,400
1188
$18.3K ﹤0.01%
1,041
1189
$18.3K ﹤0.01%
772
+657
1190
$17.9K ﹤0.01%
236
1191
$17.9K ﹤0.01%
400
+245
1192
$17.8K ﹤0.01%
+175
1193
$17.6K ﹤0.01%
82
1194
$17.3K ﹤0.01%
458
-80
1195
$17.2K ﹤0.01%
647
+197
1196
$17.2K ﹤0.01%
750
1197
$17.1K ﹤0.01%
189
+20
1198
$16.8K ﹤0.01%
213
1199
$16.7K ﹤0.01%
123
1200
$16.7K ﹤0.01%
372
-126
46 47
48
49 50